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- Tasks: Support Financial Planning Directors by preparing high-quality client-focused advice and conducting research.
- Company: Join Rathbones, a leading financial planning firm with a supportive culture.
- Benefits: Enjoy hybrid working, full exam support, and a focus on professional development.
- Other info: Collaborative environment with opportunities for continuous learning and career advancement.
- Why this job: Make a real impact in clients' financial journeys while growing your expertise.
- Qualifications: CII Diploma in Financial Planning and 3+ years of paraplanning experience required.
The predicted salary is between 35000 - 45000 £ per year.
Location: Exeter
Contract Type: Permanent
The role
You will be supporting our highly qualified and experienced Financial Planning Director in our growing Exeter office. You will be responsible for preparing and writing high quality and client focused advice, as well as helping with annual reviews to allow us to deliver an excellent service to our clients. We offer full exam support; hybrid working as well as a supportive and developmental environment.
Outcomes of the Role
- Be responsible for creating and delivering high quality advice and service to clients of Rathbones Financial Planning.
- Prepare cashflows to help our clients meet their long-term financial goals and objectives.
- Accompany the Financial Planning Directors to client meetings, prepare meeting notes and conduct research required to deliver advice and reviews for Rathbones Financial Planning clients.
- Work closely with the Financial Planning Directors and all stakeholders to enable delivery of the income objectives for the team.
- Brief the Financial Planner Directors on individual client issues to be discussed at meetings and contact clients when necessary.
- Proactively work with the Paraplanning Lead and team colleagues to ensure best practice ideas are shared amongst the team.
- Highlight any improvements to processes, templates and tools to the Paraplanning Lead to support the quality and delivery of client advice.
- Manage own work; set and meet realistic expectations given to the Financial Planning Directors and Paraplanning Lead.
- Ensure a commercial and pragmatic approach to workflow management.
- Actively contribute to the success of the team through the adoption and promotion of new practices, keeping a positive outlook and working as part of the team.
- Maintain effective working relationships with other teams within Rathbones.
- Proactively and continually expand your financial planning knowledge with continued wider reading whilst remaining up to date on advice standards and legislation and changes in internal processes and procedures.
Qualifications
- CII Diploma in Financial Planning or equivalent (essential)
- CII Chartered Financial Planner status (desirable)
Knowledge & Experience
- Minimum 3+ years’ paraplanning experience.
- Experience of working with centrally devised tools, templates, and guidance.
- Experience of managing own work queue and being responsible for the quality of work produced.
- High level of technical language of UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
- High level of technical knowledge in relation to all types of pension arrangements and all aspects of estate planning.
Paraplanner in Exeter employer: Rathbone Brothers
Contact Detail:
Rathbone Brothers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Rathbones. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK tax regimes and pension arrangements. We want you to show off your expertise and how you can bring value to the team right from the get-go!
✨Tip Number 3
Don’t just wait for job openings; be proactive! Keep an eye on our website and apply directly when you see a role that fits. It shows initiative and enthusiasm, which we love to see.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that keeps you fresh in the interviewers' minds and shows your appreciation for their time. Plus, it’s a great way to reiterate your interest in the role!
We think you need these skills to ace Paraplanner in Exeter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like the CII Diploma. We want to see how your skills match what we're looking for!
Showcase Your Experience: When detailing your work history, focus on your paraplanning experience and any specific achievements. Use examples that demonstrate your ability to prepare high-quality advice and manage client relationships effectively. This will help us see your potential impact on our team.
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through in your application. We’re looking for someone who can fit into our supportive environment, so a friendly tone can go a long way!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Rathbone Brothers
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around UK tax regimes and pension arrangements. Being able to discuss these topics confidently will show that you're serious about the role and understand the complexities involved.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning experience that highlight your ability to manage your workload and produce high-quality advice. Think about times when you've improved processes or collaborated with others to achieve team goals.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client service and how they support their paraplanners. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
✨Be a Team Player
Emphasise your collaborative skills during the interview. Talk about how you've worked with Financial Planning Directors or other stakeholders in the past, and how you can contribute positively to the team dynamic at Rathbones.